Panelist: Jim Freedman, Chairman, Intrepid Investment Bankers

// State of Finance Panelists

MODERATOR

Andrew D. Horowitz, CEPA Senior Vice President Rockefeller Capital Management Fiona Ma Treasurer, State of California

Jim Freedman is the Managing Director, Chairman and Founding Principal of Intrepid Investment Bankers, a specialty investment bank that provides M&A, capital raising, and strategic advisory services to the middle-market companies in various industries. He has more than 35 years of investment banking and corporate finance experience and is an expert in the financial aspects of corporate strategy. Freedman has advised numerous middle-market companies in the areas of corporate finance, mergers, and acquisitions, corporate valuation, and strategic decisions. Fiona Ma is California’s 34th State Treasurer. She was elected on November 6, 2018 with more votes (7,825,587) than any other candidate for treasurer in the state’s history. She is the first woman of color and the first woman Certified Public Accountant (CPA) elected to the position. California is the world’s fifth-largest economy and Treasurer Ma is the state’s primary banker. Treasurer Ma was a member of the State Assembly from 2006-2012, serving as

Jim Freedman Chairman, Intrepid Investment Bankers

Speaker pro Tempore from 2010 to 2012.

Mark Williams Chief Revenue Officer, Americas Datasite

Mark Williams has been Chief Revenue Officer of the Americas at Datasite since 2015. In his role, Williams is responsible for setting and executing estate strategy across the region, including leading over 130 representatives and sales leaders across the United States, Canada, and Latin America. Prior to joining Datasite, Williams held several sales leadership roles in a variety of SaaS companies. Most recently, he served as Chief Revenue Officer at SmartFocus, a cloud-based digital marketing platform provider.